Dias Wealth - Lake Mary, Florida

Dias Wealth is a highly reputed financial planner located at 250 International Pkwy Suite 134, Lake Mary, FL 32746, United States. They can be contacted through their phone number 3219260936 or by visiting their website diaswealth.com. This company is specialized in providing financial planning services and is known for offering various specialties such as online appointments, on-site services, language assistance, and more.

Identifying as a Latino-owned and women-owned business, Dias Wealth takes pride in its diverse and inclusive approach to serving clients. The company has received an impressive 197 reviews on Google My Business, with an average rating of 4.9/5. Many clients have praised the expertise and dedication of their team, specifically mentioning the precision and enthusiasm they bring to their work.

If you're looking for financial planning services, Dias Wealth is a well-regarded option that offers a wide range of services and specialties. Their dedication to client satisfaction and their diverse approach make them a strong choice for those seeking guidance in their financial journey.

👍 Reviews of Dias Wealth

Tom W.

5/5

I met with Dias Wealth for over an hour today and found Carlos to a walking vault of wisdom, dispensing insights like a financial ATM! From decoding tax quirks to mapping out investment options, Carlos tackled my questions with the precision of a surgeon and the enthusiasm of a coach. Legal stuff? He’ll point you to the pros. Basics? He’s got you covered—clear and concise. Dias Wealth? I’m sold. Can’t wait to team up with Carlos again and continue to conquer my financial dragons!

Ellen J.

5/5

I attended a webinar on annuities with Carlos Dias and ended up scheduling a phone call with Carlos because it seemed he could identify if the annuity I'd purchased 2 years ago was a bum deal or not. I suspected it was. After 30 minutes with Carlos, not only did I have a clearer picture of my annuity (it was not wonderful, but it wasn't a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didn't have to wait the 8 years until it matured to convert it into my Roth! Carlos also pointed out that my annuity was based on less-than-ideal indices, and he showed me (explaining everything) which ones I should use instead for more growth. I couldn't be happier!
Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.

Max M.

5/5

As a CPA, I have watched several of Carlos' webinars over the last couple of years. I gained much more than just CPE credits. I learned a great deal about annuities and investments. I just participated in a 30 minute one-on-one phone conversation with Carlos about my own investment situation. Carlos was extremely helpful. He didn't try to sell me anything. Rather he provided some very helpful ideas, strategies and options that I can investigate further. I'm also looking forward to his next webinars on CPA Academy.

Thomas N.

5/5

Much was presented, all useful data, within an hour webinar. Mr. Dias is caring about his participants and is thorough and assured in the information he provides personally

David H. S.

5/5

This Webinar was presented in a Professional Manner. The topics were covered concisely and clearly. A Great Effort by the Presenters! Thanks!

Jeff F.

5/5

The webinar was incredibly informative and educational. I thoroughly enjoyed it and gained valuable insights.

Mohamed A.

5/5

Excellent, the information I got through one of their webinars is wonderful.

YAMILE S. R.

5/5

Knowledgeable firm. I assisted in a seminar led by Mr. Dias. He shared interesting and thoughtful information. Thank you!